SW β€” SMURFIT WESTROCK PLC

Ownership history in J. Goldman & Co LP  Β·  4 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported SMURFIT WESTROCK PLC (SW) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 1.03% in 2024 Q3. The latest visible filing shows SW at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP's position in SMURFIT WESTROCK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SW was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Goldman & Co LP held SW β€” position size vs. price
% of Fund (quarterly)    SW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 501,661 +132,775 +36.0% 0.54% $21.4M 2025-11-14 $33.99
2025 Q2 REDUCED 368,886 -93,514 -20.2% 0.38% $15.9M 2025-08-14 $42.91
2025 Q1 REDUCED 462,400 -279,219 -37.6% 0.51% $20.8M 2025-05-15 $45.34
2024 Q3 INITIATED 741,619 β€” β€” 1.03% $36.7M 2024-11-14 $48.28

FAQ About J. Goldman & Co LP and SW

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Goldman & Co LP reported owning SW?

J. Goldman & Co LP reported SW across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SW position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for SW was 1.03% in 2024 Q3.

What is the latest reported SW position on this page?

The most recent filing on this page is 2025 Q3, when J. Goldman & Co LP reported 501,661 shares, equal to 0.54% of portfolio, with an estimated market value of $21.4M.

What does the chart on this SW ownership page compare?

The chart compares J. Goldman & Co LP's quarterly SW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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